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iShares Russell Mid-Cap Growth ETF
IWP

Overview Fund Activity

425 hedge funds and large institutions have $5.02B invested in iShares Russell Mid-Cap Growth ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 127 increasing their positions, 144 reducing their positions, and 26 closing their positions.

Holders
425
Holders Change
+16
Holders Change %
+3.91%
% of All Funds
10.61%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.6%
New
44
Increased
127
Reduced
144
Closed
26
Calls
$43.1M
Puts
$28M
Net Calls
+$15.1M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
LFAS
2
Level Four Advisory Services
Texas
$30.4M
3
TF
3
TIAA FSB
Florida
$557M
4
Goldman Sachs
4
Goldman Sachs
New York
$71.4M
5
CS
5
Credit Suisse
Switzerland
$14.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.9M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$48.2M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.3M
5
LPL Financial
5
LPL Financial
California
$49.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FMT
76
First Mercantile Trust
Tennessee
$7.09M 62,597 -752 -1%
WIC
77
Whitegate Investment Counselors
New Hampshire
$7.08M 62,512 -135 -0.2%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$7.01M 61,905 +2,629 +4%
JWM
79
Jacobus Wealth Management
Wisconsin
$6.59M 58,205 +1,034 +2%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$6.44M 56,894 +1,859 +3%
SG Americas Securities
81
SG Americas Securities
New York
$6.07M 53,613 +37,720 +237%
KCM
82
Karp Capital Management
California
$5.97M 52,758 +1,203 +2%
GG
83
GenWealth Group
New Jersey
$5.69M 50,286 +1,025 +2%
MBT
84
Monroe Bank & Trust
Michigan
$5.68M 50,167 +568 +1%
FC
85
Forte Capital
New York
$5.66M 50,034 +1,807 +4%
Citigroup
86
Citigroup
New York
$5.64M 49,864 -14,475 -22%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$5.5M 48,600 +17,800 +58%
HS
88
Huntington Steele
Pennsylvania
$5.25M 46,393 +976 +2%
SWPG
89
Strategic Wealth Partners Group
Illinois
$5.23M 46,225 +204 +0.4%
GIA
90
GHP Investment Advisors
Colorado
$5.07M 44,755 +33,133 +285%
OAM
91
Occidental Asset Management
California
$5.05M 44,634 -424 -0.9%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$4.9M 43,252 +32,100 +288%
DJSG
93
D.J. St. Germain
Massachusetts
$4.71M 41,612 -1,157 -3%
CAN
94
Cetera Advisor Networks
California
$4.57M 40,374 -8,935 -18%
TI
95
Truepoint Inc
Ohio
$4.55M 40,196 -12 -0%
CBU
96
CIBC Bank USA
Illinois
$4.43M 39,146 +403 +1%
SAM
97
Sequent Asset Management
Texas
$4.41M 38,960 – –
GW
98
GW & Wade
Massachusetts
$4.38M 38,680 +1,830 +5%
PGFC
99
Peapack-Gladstone Financial Corp
New Jersey
$4.28M 37,801 -2,272 -6%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.19M 37,042 -3,903 -10%
2 3
4
5 6